Setup › Company › Preferences
Renaming Records and Transactions
Replace the standard label of a record with wording your business already uses. The new label appears on menus, forms, lists, search results and printed documents. Field IDs, saved searches and scripts are unaffected.
Before you rename
Leave a field blank to keep the standard label. Renaming takes effect for all users at the next login, and help content continues to use the standard names.
Record labels
| Standard name | Custom singular name | Custom plural name |
|---|---|---|
Customer Customers | ||
Vendor Vendors | ||
Item Items | ||
Sales Order Sales Orders | ||
Invoice Invoices | ||
Bill Bills | ||
Estimate Estimates | ||
Opportunity Opportunities | ||
Employee Employees | ||
Contact Contacts | ||
Journal Entry Journal Entries | ||
Payment Payments | ||
Credit Memo Credit Memos | ||
Purchase Order Purchase Orders |